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There is no regulatory minimum purchase amount requirement for investments in a
Fund made by investors who qualify under the Accredited Investor Exemption. However,
the minimum initial purchase amount established by the Manager for "accredited investors"
is $25,000 (or such lesser amount that the Manager may accept from time to time).
The criteria for qualification as an "accredited investor" is defined in National
Instrument 45-106 of the Canadian Securities Administrators and is set out in the
Subscription Instructions of the Investment Application.
(Only for residents of British Columbia, Nova Scotia, New Brunswick and Newfoundland
There is no regulatory minimum investment required for investments in a Fund made
pursuant to the Offering Memorandum Exemption. However the Manager has established
a minimum initial investment of $25,000. Please note that this is effective September 3, 2010.
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The minimum amount for an initial investment in a Fund made by an investor purchasing
under the Minimum Amount Exemption is $150,000 in each province and territory.
Disclaimer: Information about the Arrow Capital Management Funds is not to be construed as a
public offering of securities in any jurisdiction of Canada. The offering of units of the
Arrow Capital Management Funds is made pursuant to their respective offering memorandum only
to those investors in jurisdictions of Canada who meet certain eligibility or minimum purchase
requirements. Important information about the Arrow Capital Management Funds, including a
statement of each fund's fundamental investment objective, is contained in their respective
offering memorandum, a copy of which may be obtained from your dealer. Read the applicable
offering memorandum carefully before investing. Unit values and investment returns will
Arrow Capital Management Funds are not guaranteed, their values change frequently and past performance may not be repeated.
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I came across an interesting article authored by the folks at Altegris Advisors in the US – the full piece is available here. In it, they argue the case for investing in macro trading and trend following strategies now. While it seems like a distant memory, those investors who had exposure to these strategies will remember how valuable they were for clients in 2008. They provided very attractive, uncorrelated returns when virtually all other investments went south. For those with even better memories, these strategies delivered solid returns in prior decades as well. Unfortunately, since 2009 there has been little in the way of performance and many retail investors have been ‘shaken out’. They present a number of reasons for this state of affairs (largely central bank policies) and a number of interesting factors that auger well for a timely reversal of fortune. We have added 5% exposure to this strategy via the Exemplar Diversified Fund, sub advised by IMFC (click here for details), to our fund of funds and recommend similar levels for private client accounts.
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Best wishes and we hope you are enjoying the summer.
Yours truly turned in a decent time finishing 3rdin the 50+ category (and yes there were more than 3 people participating!). I still have lots to learn in riding a road bike – the dude who won averaged 35km/hour – over 20%faster than me! Well, there is always next year.
The more important thing was a lot of great friends and colleagues sponsored me to the tune of over $18,000 – also good for 3rd place on the individual fundraising totem pole. Joe’s Team raised close to $1 million on the day and over $10 million the past 10 years. Joe Finlay was an incredible individual – if you are looking for inspiration or to get involved next year, please click here to find out more.
Cheers and I hope you are enjoying the summer!
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